Nuance OmniPage Pro 9.0 Operating instructions

Nuance
Brand
Nuance
Model
OmniPage Pro 9.0
Category
Software manuals
Type
Operating instructions
OmniPage
®
Pro
User’s Manual
CAERE CORPORATION
100 Cooper Court
Los Gatos, California
95032-7603 USA
ii
Caere GmbH
Innere Wiener Strasse 5
81667 München, Germany
Caere UK Information Centre
Abbey House
4 Abbey Orchard Street
Westminster, London SW1P 2JJ
Centre d’informations Caere
72, rue Baratte-Cholet
94100 Saint-Maur, France
Please Note
To use this program, you should know how to work in the Microsoft Windows environment. Please
refer to Windows documentation if you have questions about how to use menu commands, dialog
boxes, scroll bars, edit boxes, and so on.
OmniPage Pro for Windows
Version 9
Copyright© 1998 Caere Corporation. All rights reserved. The Caere logo, Caere®, OmniPage®,
OmniPage Pro®, PageKeeper®, Language Analyst®, 3D OCR®, AutoOCR Toolbar™, True Page®,
and OCR Proofreader are trademarks of Caere Corporation
Many of the designations used by manufacturers and sellers to distinguish their products are
claimed as trademarks. Such designations appearing in this manual have been printed in initial
capitals.
800-1288-030A
iii
Table of Contents
Welcome
Using This Manual............................................................................................................viii
Chapter 1 Installation and Setup
Minimum System Requirements.........................................................................................2
Installing OmniPage Pro .....................................................................................................2
Starting and Closing OmniPage Pro...................................................................................3
Registering OmniPage Pro ..................................................................................................5
Chapter 2 Introduction to OmniPage Pro
What Is Optical Character Recognition (OCR)?................................................................8
OmniPage Pro’s OCR Capabilities ..............................................................................8
Basic Steps of OmniPage Pro OCR .............................................................................9
The OmniPage Pro Desktop .............................................................................................10
AutoOCR Toolbar .......................................................................................................11
Standard Toolbar..........................................................................................................12
Zone Toolbar.................................................................................................................12
Options Dialog Box......................................................................................................13
Getting Online Help ...........................................................................................................14
Help Menu ....................................................................................................................14
Context-Sensitive Help................................................................................................15
Product Support ..................................................................................................................16
Chapter 3 Processing Documents
Ways to Process Documents..............................................................................................18
Using the OCR Wizard................................................................................................18
Automatic Processing
.................................................................................................19
Performing Multiple Tasks at Once...........................................................................19
Starting the OCR Process Outside OmniPage Pro ..................................................19
Bringing Document Images into OmniPage Pro ...........................................................20
Scanning Pages .............................................................................................................20
Loading Image Files ....................................................................................................20
Creating Zones for OCR ....................................................................................................22
Creating Zones Automatically ...................................................................................22
iv
Performing OCR on a Document .....................................................................................23
Proofreading OCR Results ................................................................................................24
Verifying Text ..............................................................................................................25
Proofreading OCR Results in Microsoft Word .......................................................25
Using OCR in Other Applications ...................................................................................29
Working with Documents .................................................................................................30
Resizing a Page View .................................................................................................31
Changing Pages ...........................................................................................................31
Reordering Pages ........................................................................................................32
Deleting Pages .............................................................................................................32
Printing a Document ..................................................................................................33
Closing a Document ...................................................................................................33
Exporting Documents ........................................................................................................34
Saving a Document......................................................................................................34
Copying a Document to the Clipboard ....................................................................36
Sending a Document as a Mail Attachment ............................................................37
Chapter 4 OmniPage Pro Settings
Setting AutoOCR Toolbar Commands ............................................................................40
AUTO Button Commands..........................................................................................41
Image Button Commands...........................................................................................41
Zone Button Commands.............................................................................................42
OCR Button Commands .............................................................................................43
Export Button Commands..........................................................................................44
Selecting OmniPage Pro Settings......................................................................................45
Accuracy Settings................................................................................................................46
Scanner Settings...................................................................................................................46
Page Format Settings ..........................................................................................................47
Tables Settings .....................................................................................................................47
Language Settings...............................................................................................................48
OCR Aware Settings ...........................................................................................................48
Process Settings ...................................................................................................................49
Microsoft Word Settings ....................................................................................................50
Settings Guidelines .............................................................................................................51
Chapter 5 Customizing OCR
Adjusting Page Images Before OCR.................................................................................62
Customizing Zones.............................................................................................................63
Zone toolbar..................................................................................................................63
Drawing Zones Manually ..........................................................................................64
Modifying Text and Graphic Zones..........................................................................65
Modifying Table Zones ...............................................................................................69
Deleting Zones..............................................................................................................71
Changing Zone Properties..........................................................................................71
Creating Zone Templates............................................................................................73
v
Specifying Fonts...................................................................................................................74
Training OCR for Special Characters ...............................................................................75
Creating User Dictionaries.................................................................................................77
Saving Settings Files............................................................................................................78
Scheduling OCR ..................................................................................................................80
Scheduling Individual Documents............................................................................80
Scheduling Documents from an Input Folder ........................................................81
Modifying Output Options for Documents .............................................................83
Chapter 6 Technical Information
General Troubleshooting Solutions .................................................................................86
Solutions to Try First ...................................................................................................86
Testing OmniPage Pro.................................................................................................87
Low Memory Problems...............................................................................................88
Low Disk Space Problems...........................................................................................88
Supported File-Format Types............................................................................................89
Scanner Setup Issues...........................................................................................................91
Scanner Drivers Supplied by the Manufacturer......................................................91
Scanner Drivers Supplied by Caere...........................................................................92
Scan Manager is Needed with OmniPage Pro ........................................................92
Problems Connecting OmniPage Pro to Your Scanner ..........................................93
Missing
Scan Image
Command
...................................................................................94
Scanner Message on Launch.......................................................................................94
System Crash Occurs While Scanning ......................................................................94
Scanner Not Listed in Supported Scanners List Box...............................................95
Scanning Tips................................................................................................................95
OCR Problems......................................................................................................................96
System Crash During OCR.........................................................................................96
Text Does Not Get Recognized Properly..................................................................97
Problems With Fax Recognition.................................................................................98
Uninstalling the Software...................................................................................................99
vi
vii
Welcome
Welcome to OmniPage Pro, and thank you for using our software!
The following documentation has been provided to help you learn
about OmniPage Pro.
This User’s Manual
This manual introduces you to the basics of using OmniPage Pro. It
includes installation and setup instructions, an introduction to
OmniPage Pro, task-oriented instructions, ways to customize
processing, settings guidelines, and technical information.
This manual is also available as an electronic PDF file. To open the file,
click
Start
in the Windows taskbar and choose
Programs
Caere
Applications
Caere Documents OmniPage Pro Manual
after OmniPage
Pro has been installed.
Online Help
OmniPage Pro’s online Help contains detailed information on features,
settings, and procedures. The online Help conforms to Windows 95
Help conventions and has been designed for quick and easy information
retrieval. Please see “Getting Online Help” on page 14 for more
information.
Readme File
The
Readme
file contains last-minute information about the software.
Please read it before using OmniPage Pro. To open this text file, click
Start
in the Windows taskbar and choose
Programs
Caere
Applications
Caere Documents OmniPage Pro Readme
after OmniPage
Pro has been installed.
Scanner Setup Notes
The
Scanner Setup Notes
contains information about supported scanners
and related issues. To open this PDF file, click
Start
in the Windows
taskbar and choose
Programs
Caere Applications Caere Documents
Scanner Setup Notes
after OmniPage Pro has been installed.
Using This Manual
viii
Using This Manual
This manual is written with the assumption that you know how to work
in the Microsoft Windows environment. Please refer to your Windows
documentation if you have questions about how to use dialog boxes,
menu commands, scroll bars, drag and drop functionality, shortcut
menus, and so on.
The following conventions are used in this manual.
Convention Purpose
Italicized text
• Emphasizes menu commands,
dialog box options, labeled
buttons, and file names
For example:
“Choose
Open...
in the File
menu.”
• Emphasizes new terms the
first time they are used
• Emphasizes important words
in a sentence
Note symbol
Introduces a tip or an item of
note
Warning symbol
Introduces important
information
1
Chapter 1
Installation and Setup
This chapter provides installation and setup information for OmniPage
Pro and the Scan Manager.
For technical and troubleshooting information, please read Chapter 6,
Technical Information.
For information on supported scanners and scanner setup, read the
Scanner Setup Notes
. To open this PDF file, click
Start
in the Windows
taskbar and choose
Programs
Caere Applications Caere Documents
Scanner Setup Notes
after OmniPage Pro has been installed.
This chapter contains the following topics:
• Minimum System Requirements
• Installing OmniPage Pro
• Starting and Closing OmniPage Pro
• Registering OmniPage Pro
Minimum System Requirements
2 Chapter 1
Minimum System Requirements
You need the following setup, at minimum, to install and run OmniPage
Pro:
• Computer with a 486 or higher processor
• Microsoft Windows 95, Windows 98, or Windows NT 4.0
• 16MB of memory (RAM)
• 45MB of free hard disk space to install application files, the Scan
Manager, and one OCR language
55MB to install above files and all OCR languages
• SVGA or VGA monitor with 256 colors
• Windows-compatible pointing device
• CD-ROM drive for installation
• A compatible scanner if you plan to scan documents
Please see the
Scanner Setup Notes
for a list of tested scanners.
Performance and speed will be enhanced if your computer’s processor,
memory, and available disk space exceed the minimum requirements.
Installing OmniPage Pro
OmniPage Pro’s Setup program takes you through installation with
onscreen instructions at every step.
Before installing OmniPage Pro:
• Make sure your scanner is connected, turned on, and compatible
with your system.
• Close all other applications, especially anti-virus programs.
• Log into your computer with administrator privileges if you are
installing on Windows NT.
If you own a previous version of OmniPage Pro, or if you are upgrading
from OmniPage Limited Edition, it is strongly recommended that you
uninstall that product first and then restart your computer.
Starting and Closing OmniPage Pro
Installation and Setup 3
To install OmniPage Pro:
1 Insert OmniPage Pro’s CD-ROM in the CD-ROM drive.
The Setup program should start automatically. If it does not
start, locate your CD-ROM drive in Windows Explorer and
double-click the Setup.exe program at the top-level of the
CD-ROM.
2 Follow the instructions on each screen to install the software.
During installation, you may be prompted to enter a serial
number. You can find your serial number on the label of the
CD-ROM envelope.
The Caere Scan Manager is installed during OmniPage Pro installation.
You will be prompted to select your scanner manufacturer and model in
the Scan Manager so that you can use your scanner with OmniPage Pro.
Read the
Scanner Setup Notes
for the most detailed information about
scanner support and setup. You can open the Notes after OmniPage Pro
has been installed by clicking
Start
in the Windows taskbar and
choosing
Programs
Caere Applications Caere Documents
Scanner
Setup Notes
.
Starting and Closing OmniPage Pro
If you plan to scan, make sure your scanner is attached to your computer
and turned on before you start OmniPage Pro.
To start OmniPage Pro, do one of the following:
•Click
Start
in the Windows taskbar and choose
Programs
Caere
Applications
OmniPage Pro 9.0
.
(Use the program group you selected during installation if it is
different than
Caere Applications
.)
• Double-click the OmniPage Pro icon located in the folder where
you installed OmniPage Pro.
Starting and Closing OmniPage Pro
4 Chapter 1
OmniPage Pro’s desktop appears when you open OmniPage Pro. See
“The OmniPage Pro Desktop” on page 10 for an introduction to
OmniPage Pro’s user interface.
Closing OmniPage Pro
Choose
Exit
in the file menu to close OmniPage Pro. You are prompted
to save the current document if you have not saved it or have modified
it since the last save.
The image viewer
displays the current
page’s original image.
The text viewer displays the
current page’s recognized
text and retained graphics.
Standard
toolbar
AutoOCR
toolbar
Zone
toolbar
The
thumbnail
viewer
displays the
pages in an
open
document.
Registering OmniPage Pro
Installation and Setup 5
Registering OmniPage Pro
Register your copy of OmniPage Pro with Caere Corporation to receive
notification of special offers and the best prices on product upgrades.
Some versions of OmniPage Pro will only launch 25 times if you do not
register it.
If you purchased your product directly from Caere or if you were
previously registered, you may not need to register again. Your version
of OmniPage Pro will not display a
Register
menu if you do not need to
register it.
To register OmniPage Pro:
1 Click the
Register
menu to open the Register dialog box.
2 Click
Register Now
.
3 Fill out the information requested on the screen and then click
Next
.
4 Follow the instructions on the screen.
OmniPage Pro will decide on the best method of registration
according to your country and computer system. It may try
using modem, FTP, or HTTP connections to transmit your
registration information directly. Or, it may prompt you to call
a phone number or print out and mail in your registration
information.
After registration is complete, you will be given a registration number.
Be sure to write that number down and keep it handy in case you need
to use it for reinstallation. If you reinstall OmniPage Pro using your
registration number on the same computer, you will not have to go
through the entire registration process again to reregister it.
To reregister OmniPage Pro after reinstallation:
1 Click the
Register
menu to open the Register dialog box.
2 Click
Reregister
.
3 Type in your registration number and click
OK
.
6 Chapter 1
7
Chapter 2
Introduction to
OmniPage Pro
You probably use your computer for most business correspondence and
other written projects. The challenge is that certain sources of
information cannot be immediately used on a computer.
For example, if you want to incorporate information from a magazine
article into a document in your word processor, you somehow have to
get the text from the article into your computer. Painstakingly retyping
the article is not an appealing solution.
OmniPage Pro offers a smart solution to increase your work
productivity. OmniPage Pro’s
optical character recognition (OCR)
technology accurately and easily converts scanned paper documents
and image files into editable text for use in your favorite computer
applications. OmniPage Pro eliminates the need for manual retyping.
Please continue reading this chapter for information on these topics:
• What Is Optical Character Recognition (OCR)?
• The OmniPage Pro Desktop
• Getting Online Help
• Product Support
What Is Optical Character Recognition (OCR)?
8 Chapter 2
What Is Optical Character Recognition (OCR)?
Optical character recognition
(
OCR
) is the process of turning an
image
into
computer-editable text. An image is an electronic picture of text such as
a scanned paper document or an electronic fax file. Images do not have
editable text characters; they have many tiny dots (
pixels
) that together
form a picture of text.
During OCR, OmniPage Pro analyzes an image and defines characters
to produce editable text. After OCR, you can save the resulting text to a
variety of word-processing, page layout, and spreadsheet applications.
OmniPage Pro’s OCR Capabilities
In addition to text recognition, OmniPage Pro can retain the following
elements of a document during OCR.
Graphics
Photos, logos, and drawings are examples of graphics.
Text formatting
Font types, font sizes, and font styles (such as bold or
italic
) are examples
of text formatting.
Page formatting
Column structure, paragraph spacing, table formats, and placement of
graphics are examples of page formatting.
The graphics, text formatting, and page formatting elements that
OmniPage Pro retains are determined by the settings you select. See
“Settings Guidelines” on page 51 for more information.
OmniPage Pro only recognizes machine-printed characters such as
laser-printed or typewritten text. However, it can retain handwritten
text, such as a signature, as a graphic.
What Is Optical Character Recognition (OCR)?
Introduction to OmniPage Pro 9
Basic Steps of OmniPage Pro OCR
These are the basic steps of OmniPage Pro’s OCR process.
1 Bring a document image into OmniPage Pro.
You can scan a paper document or load an image file. The
resulting image appears in OmniPage Pro’s image viewer. See
“Bringing Document Images into OmniPage Pro” on page 20 for
more information.
2 Create zones to identify areas you want to recognize as
text or retain as graphics.
Zones
are borders that enclose the areas of a document image that
will get processed. You can create zones automatically, manually,
or with a template. Any areas not enclosed by zones are ignored
during OCR. See “Creating Zones for OCR” on page 22 for more
information.
3 Perform OCR to convert text information into editable
text characters.
During OCR, OmniPage Pro interprets text characters in an image.
After OCR, you can check and correct errors in the text using the
OCR Proofreader. See “Performing OCR on a Document” on page
23 for more information.
4 Export the document to the desired location.
You can save your document to a specified file format, place it on
the Clipboard, or send it as a mail attachment. See “Exporting
Documents” on page 34 for more information.
There are different ways to start the OCR process in OmniPage Pro. See
“Ways to Process Documents” on page 18 for more information.
The OmniPage Pro Desktop
10 Chapter 2
The OmniPage Pro Desktop
OmniPage Pro’s desktop displays the pages of an open document in its
thumbnail viewer, image viewer, and text viewer. You can use buttons
in the Standard, AutoOCR, and Zone toolbars to perform various tasks
on the document.
The
thumbnail
viewer
displays a
picture of
each page
in the
document.
The image viewer
displays the current
page’s original image.
The text viewer displays the
current page’s recognized
text and retained graphics.
AutoOCR
toolbar
Zone
toolbar
Drag this splitter to
the left or right to
resize a viewer.
The current
page is
highlighted
with a light
border
around it.
Standard
toolbar
The OmniPage Pro Desktop
Introduction to OmniPage Pro 11
AutoOCR Toolbar
The AutoOCR
®
toolbar contains buttons that can activate each step of
the OCR process.
You can set different commands in the AutoOCR toolbar buttons for the
operations you want to perform. Choose a command using each
buttons’s drop-down list.
• The AUTO button allows you to activate automatic processing or
use the OCR Wizard.
•The Image
button allows you to bring in images by scanning or
loading pages.
• The Zone button allows you to automatically create zones on
images based on their original page layouts or predefined
templates.
• The OCR button allows you to perform OCR, train characters for
OCR, or schedule OCR at a later time.
• The Export button allows you to save, copy, or send your
recognized document as a mail attachment.
Please see “Setting AutoOCR Toolbar Commands” on page 40 for more
information on each toolbar button. Also see the separately enclosed
OmniPage Pro 9 Reference card, which shows all available AutoOCR
toolbar commands.
AUTO
button
Image
button
Zone
button
OCR
button
Export
button
Click the down arrow to
display the commands in a
button’s drop-down list.
The OmniPage Pro Desktop
12 Chapter 2
Standard Toolbar
The Standard toolbar contains buttons and a drop-down list for
performing standard tasks.
Zone Toolbar
The Zone toolbar contains buttons that allow you to draw and define
zones on a page image.
See “Customizing Zones” on page 63 for more information.
New
Open
Save
Print
Proofread
OCR
Cut
Copy
Paste
Undo
View
Image
Editor
Options
Rotate
Image
Straighten
Image
Zoom
Help
Draw
Rectangular
Zones
Draw
Irregular
Zones
Zone
Properties
Reorder
Zones
Add to
Zone
Subtract
from
Zone
Insert
Column
Dividers
Remove Row or
Column Dividers
Move Row
or Column
Dividers
Remove/Replace
All Row and
Column Dividers
Insert
Row
Dividers
Table
tools
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Nuance OmniPage Pro 9.0 Operating instructions

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